About Cambridge

You control the journey

Cambridge Investment Research, Inc. is an internally controlled financial solutions firm dedicated to serving independent financial advisors and their clients. We offer a flexible range of solutions in the areas of advice, growth, technology, independence, and more. Cambridge is guided by its core values of integrity, commitment, flexibility, and kindness.

We are innovators, problem solvers, and game changers. We are independent. We are Cambridge.

Celebrating 40 Years Together

For over 40 years1, we have provided financial advisors with the freedom to thrive. Learn how a foundation of independence, culture, and values has helped Cambridge become one of the largest internally controlled financial services firms in the country.

Cambridge Executive Chairman Eric Schwartz, and President and Chief Executive Officer, Amy Webber reflect on their unique journeys and explain why the best is still to come.

Culture Counts and Values Matter Most

We believe culture and success go hand in hand. Our core values of integrity, commitment, flexibility, and kindness have shaped our journey and kept us centered on our purpose of serving independent financial advisors and their clients.

We are proud to work with financial advisors who share our values and commitment to making a difference.

Our purpose: 

To make a difference in the lives of our financial professionals, their clients, and our associates.

Our values:

Integrity
Commitment
Flexibility
Kindness

Current Financial Advisors Describe Their Cambridge Experience

Cambridge by the Numbers

$1.44B

Gross Revenues

$137B

Assets Under Advisement (AUA)2

19811

Founded In

3,800+

Producing Financial Professionals

#9

Largest broker-dealer based on gross revenues, Financial Advisor magazine, 2022

#7

Largest in U.S. for independent broker-dealer revenue, InvestmentNews magazine, 2021

#9

In total revenue, Financial Planning magazine, 2021

#9

Total account assets, Financial Planning magazine, 2021

#8

Highest growth in producing reps, Financial Planning magazine, 2021

1Cambridge and its predecessor broker-dealer

2AUA reflects fee based and independent RIA assets plus commission assets

As of 6/30/22

Cambridge Code of Conduct

Our Code of Conduct aligns with our values of integrity, commitment, flexibility, and kindness, and reflects the inclusion and consideration we expect from every member of Cambridge Nation when interacting with another member of our Cambridge Community. 

Learn more